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Senior Client Services Manager
Fintel Connect. Lead a group of Client Services Managers and Account Managers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in managing Client Services and Account Managers, with a focus on client relationship management, performance monitoring, and strategic development. Proven ability to coach teams, set goals, and drive client success in a regulated industry.
Highest-signal resume keywords
Client Relationship ManagementTeam LeadershipPerformance MonitoringData AnalysisOnboarding and Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ServicesAccount ManagementPerformance MarketingData AnalysisPerformance ReportingGoal SettingOKRsChurn Risk IdentificationEscalation ManagementTechnical Curiosity
Soft Skills
CoachingCommunicationProblem-SolvingCollaborationFeedback Delivery
Tools & Technologies
ExcelPowerPointProject Management Systems
Industry Keywords
Financial ServicesRegulated IndustryAffiliate Marketing
About the role
Key responsibilities & impact- Lead a group of Client Services Managers and Account Managers
- Hold significant client relationships directly
- Set consistent client review standards across pods
- Own senior client relationships, including strategy, target performance and renewal
- Assess managers' strengths and development gaps and create development plans
- Identify and support employees ready for advancement
- Improve onboarding, client health monitoring and reporting
- Coach managers through client calls and one-on-ones
- Review reporting and provide feedback
- Set goals and OKRs for each pod
- Conduct quarterly performance conversations
- Manage group capacity, absence coverage and account reallocation
- Own hiring and onboarding as the group grows
- Build and deliver program strategies against client goals and revenue targets
- Manage senior relationships through difficult situations
- Handle escalations involving tracking failures, missed targets or quiet relationships
- Identify churn risks and expansion opportunities
- Maintain project management system visibility
- Triage tracking and integration issues and escalate to product or engineering when needed
- Report accurately and on time and explain performance drivers
- Relay information between pods and Client Services leadership
- Collaborate with sales, marketing, product and engineering
Requirements
What you’ll need- Seven or more years in client services, account management or performance marketing
- At least three years managing people directly
- Evidence of developing someone through promotion, performance turnaround or capability building
- Track record of holding client relationships through difficulty
- Comfort with data
- Strong Excel and PowerPoint skills
- Ability to read performance reporting, identify issues and explain them to clients
- Technical curiosity sufficient to understand tracking and integrations
- Affiliate marketing experience is an advantage
- Financial services or another regulated industry experience is an advantage
Benefits
Comp & perks- Comprehensive health and wellness benefits
- Hybrid schedule with four days in the Vancouver office and one remote day
- Five paid sick days
- Paid volunteer time